John Dessauer’s Outlook


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Personalized Management – Each account is managed individually according to our client’s individual needs including: time horizon, income needs and risk tolerance.
Accessibility – Our emphasis on personal service includes open communication with John; not a third party go-between.
Outside Custody – All client funds and accounts are held in custody by a third party of the client’s choosing.
Quarterly Reporting – In addition to trade confirmations and monthly statements from custodial firms, clients receive portfolio appraisals each quarter from JDI.
Newsletter & Hotlines – All clients receive John’s monthly investment newsletter as well as his weekly market commentary.